Learning the Best Practices of an M&A Finance Process w/ Liz Hosman and Mark Miller
February 1, 2022
In August 2021, Walker Sands, a B2B tech agency, acquired March Communications, a Boston-based PR agency. As a combined company, they make the fifth largest technology-focused firm in the country.
To understand what an M&A process looks like from a financial side, we have invited Liz Hosman, the VP, Finance and Business Partner at Walker Sands, and Mark Miller, Senior Vice President of Finance at Walker Sands. They share tips, tricks, and best practices they've learned along the way during the acquisition.
In this episode, we discuss:
- Walker Sands and March M&A transaction
- M&A tips, tricks, and best practices
- How to drive strategic value to grow revenue in margin
For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!
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In August 2021, Walker Sands, a B2B tech agency, acquired March Communications, a Boston-based PR agency. As a combined company, they make the fifth largest technology-focused firm in the country.
To understand what an M&A process looks like from a financial side, we have invited Liz Hosman, the VP, Finance and Business Partner at Walker Sands, and Mark Miller, Senior Vice President of Finance at Walker Sands. They share tips, tricks, and best practices they've learned along the way during the acquisition.
In this episode, we discuss:
- Walker Sands and March M&A transaction
- M&A tips, tricks, and best practices
- How to drive strategic value to grow revenue in margin
Learn more about Mark, Liz and Walker Sands:
To understand what an M&A process looks like from a financial side, we have invited Liz Hosman, the VP, Finance and Business Partner at Walker Sands, and Mark Miller, Senior Vice President of Finance at Walker Sands. They share tips, tricks, and best practices they've learned along the way during the acquisition.
In this episode, we discuss:
- Walker Sands and March M&A transaction
- M&A tips, tricks, and best practices
- How to drive strategic value to grow revenue in margin
Learn more about Mark, Liz and Walker Sands:
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Previous guests include: Jack McCullough of The CFO Leadership Council, Sarah Spoja of Tipalti, Ken ''Mr. Biz'' Wentworth of Mr. Biz Solutions, Bryan Lapidus of Association for Financial Professionals, Jeremey Foster of Talroo, Ian Schnoor of Financial Modeling Institute, John Cappadona of School of Rock, Chris Caprio of Focus Technology and Amy Myrland of Capitol Bank.
Check out our three most downloaded episodes:
- Strategic Planning and Forecasting for the Future w/ John Cappadona
- Mastering Financial Modeling for Top Business Decisions w/ Ian Schnoor
- Learning the Best Practices of an M&A Finance Process w/ Liz Hosman and Mark Miller
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